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Research Administrators' Toolkit

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Without question, we recognize the impact that research has on technology and society. U-M 's contributions are significant, and strong support for sponsored research activity and creative innovation of our faculty are key to our success.

Managing the business aspects of research takes a team of experts. The process of finding funding, effectively developing a proposal, ensuring compliance and electronically submitting a proposalmanaging a project if awarded and closing out the project in a manner that furthers the research as well as reconciling the financial books and compliance milestones takes keen business acumen and expertise.

The Research Administrators' Toolkit attempts to bring some of these resources to the fingertips of those doing this important work.

While faculty researchers focus on the science, those in research administration help ensure the other business processes are met, whether it be proposal submission, managing project milestones, compliance reporting, or financials. 

References and Resources

Other Useful U-M Web Pages

Compliance Resources

Conflict of Interest/Outside Interest Disclosure Forms

  • M-Inform Disclosure System M-Inform is the university’s online outside interest disclosure system. As an employee, you use this system to complete and submit the disclosure form(s). This may include reporting that you do not have outside interests related to your employment or reporting an interest in more than one entity.
  • Non-UM Affiliate Financial Interests Disclosure Form

    Outside interest disclosure form for use ONLY by non-UM employees (i.e., non-UM affiliates) when required to disclose to U-M.

Finance and Financial Resources

Finding Funding Resources

Manage Project Resources

  • Post Award Change Request Guidelines w/ Form
  • NIH/eRA Commons The eRA (electronic research administration commons) Commons website, by the National Institutes of Health (NIH), provides principal investigators and their research staff with online features and tools including the abilities to: View a full application; review current status of an application; check for errors; view application assignment information; obtain PDF copies of applications; access copies of previous Notices of Grant Award; get current information on the program official and the grants management specialist.
  • Finance Budget Reallocation Process (formerly 7471 Form) Functionality to submit budget reallocations is available online using M-Pathways. (This replaces the Project Budget Allocation-Form 7471, which was phased out beginning 1/5/15.) The functionality incorporates workflow to ensure that the proper approvals are obtained per Sponsored Programs. For assistance with processing budget reallocation transaction in M-Pathways, see: Create a New Budget Reallocation in M-Pathways - Step-by-Step Procedure Approve a Budget Reallocation in M-Pathways - Step-by-Step Procedure Budget Reallocation Presentation at 11/19/2014 Unit Liaison Meeting - Recording and Powerpoint slides. If you have any questions about budget reallocations, please contact your Sponsored Programs Customer Service Coordinator.  
  • Paying research subjects: Human Subject Incentives Program (HSIP) Human subjects often are paid a fee for their participation in research projects. Protocols for the use of human beings in research, teaching, or testing are reviewed and approved, according to federal, state, and university policies. (See: Human Research Protection Program). For payment policies and details on paying subjects, see Standard Practice Guide 501.7-1. Also, see the University's Human Subject Incentive Program at or email



If you have a link or resource you'd like to recommend for inclusion in the RA Toolkit, please contact Constance Colthorp ( Thanks!